Investment Philosophy

At Jax Wealth the guiding mantra of our investment philosophy is Lifetime Investing: We believe our client's investment portfolios should be managed to last as long as life and breath. We are not speculators or market timers.

The bedrock of our investment philosophy is in the time-tested tenets of Asset Allocation, Patience, and Discipline.

Asset Allocation: A way to diversify your investments to match your timeframe, risk tolerance and investment objectives. Simple and effective.

Patience: Investment management is a long term, ongoing process. Results are measured over years, not months. When disruptive economic and market events occur, we can be found with our clients sharing perspective, historical reference, encouragement, and opportunities. We work with clients to foster an attitude of calmness and fortitude.

Discipline: We believe your portfolio should be managed to the beat of your personal financial plan, not the market. We also strive to foster an investor spirit within our clients and love it when our clients begin thinking like investors!

What does it take to be an investor? Jax Wealth Owner and Founder Daniel Ciez says that “Most people think and act as consumers. We work with our clients to think and act as investors. When smartphones came out, did you buy an iPhone or did you buy Apple stock?”

No strategy including asset allocation can ensure a profit or protect against a loss.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2018 FMG Suite.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.